Disciplined Wealth Management
First Shelbourne is an independent, fee-only investment advisory firm in Commack, Long Island providing diversified ETF model portfolios and ongoing investment management.
First Shelbourne is an independent, fee-only investment advisory firm in Commack, Long Island providing diversified ETF model portfolios and ongoing investment management.
Six structured allocation models spanning wealth preservation to all-equity capital appreciation.
Your portfolio reflects your goals, time horizon, income needs, and comfort with risk.
I never accept commissions on the investments I recommend. My loyalty and focus are entirely on you.
First Shelbourne
Whether you are approaching retirement, considering pension-income decisions, or looking for a more thoughtful way to manage your investments, I would be glad to discuss the questions that matter to you.
Areas I help with
Guidance is tailored to your circumstances.
A simple starting point
01
Tell me what is changing, what feels unclear, and what you want your money to support.
02
I can identify the decisions in front of you and the tradeoffs worth considering.
03
If there is a fit, I will explain how I work, what it costs, and what comes next.